Active
SGL INVESTMENT ADVISORS, INC.
Investment Advice|MISSOULA, MT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$351.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 351.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 145167 |
| SEC Number | 801-80443 |
| Street Address | 283 W. FRONT STREET SUITE 302 |
| Location | MISSOULA, MT 59802-4328 |
| Country | United States |
| Phone | 406-721-0999 |
| Fax | 406-721-0922 |
| Total Employees | 8 |
| Business Types | broker_dealer, insurance_broker |
Client Count by Type (574 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 472 |
| High Net Worth Individual… | 81 |
| Charitable Organizations | 10 |
| Corporations/Businesses | 10 |
| State/Municipal Govt Enti… | 1 |
Community Partners
CITY OF MISSOULA
CITY OF RONAN
COUNTY OF LAKE
TOWN OF ST IGNATIUS
CITY OF MISSOULA
CITY OF RONAN
COUNTY OF LAKE
TOWN OF ST IGNATIUS
CITY OF MISSOULA
CITY OF RONAN
COUNTY OF LAKE
TOWN OF ST IGNATIUS
Municipal Government
4 Active
4
Organizations
ARLEE-JOCKO RURAL FIRE DISTRICT
ARLEE/LAKE COUNTY WATER & SEWER DISTRICT
BIG SKY PASSENGER RAIL AUTHORITY
CHARLO (LAKE COUNTY) WATER AND SEWER DISTRICT
CHARLO/MOIESE RURAL FIRE DISTRICT
CHIEF CLIFF FIRE SERVICE AREA
FERNDALE RURAL FIRE DISTRICT
FLATHEAD IRRIGATION DISTRICT
GREATER WOODS BAY SEWER DISTRICT
JETTE MEADOWS / LAKE CO WATER & SEWER DIST
LAKE COUNTY CEMETERY DISTRICT 1
LAKE COUNTY CONSERVATION DISTRICT
LAKE COUNTY JOINT AIRPORT BOARD
LAKE COUNTY SOIL CONSERVATION DISTRICT
MISSION IRRIGATION DISTRICT
MISSION MT COUNTRY CLUB WATER AND SEWER DISTRICT
MISSION VALLEY AQUATICS RECREATION DISTRICT
MISSOULA HOUSING AUTHORITY
MISSOULA IRRIGATION DISTRICT
MISSOULA RURAL FIRE DISTRICT
ARLEE-JOCKO RURAL FIRE DISTRICT
ARLEE/LAKE COUNTY WATER & SEWER DISTRICT
BIG SKY PASSENGER RAIL AUTHORITY
CHARLO (LAKE COUNTY) WATER AND SEWER DISTRICT
CHARLO/MOIESE RURAL FIRE DISTRICT
CHIEF CLIFF FIRE SERVICE AREA
FERNDALE RURAL FIRE DISTRICT
FLATHEAD IRRIGATION DISTRICT
GREATER WOODS BAY SEWER DISTRICT
JETTE MEADOWS / LAKE CO WATER & SEWER DIST
LAKE COUNTY CEMETERY DISTRICT 1
LAKE COUNTY CONSERVATION DISTRICT
LAKE COUNTY JOINT AIRPORT BOARD
LAKE COUNTY SOIL CONSERVATION DISTRICT
MISSION IRRIGATION DISTRICT
MISSION MT COUNTRY CLUB WATER AND SEWER DISTRICT
MISSION VALLEY AQUATICS RECREATION DISTRICT
MISSOULA HOUSING AUTHORITY
MISSOULA IRRIGATION DISTRICT
MISSOULA RURAL FIRE DISTRICT
ARLEE-JOCKO RURAL FIRE DISTRICT
ARLEE/LAKE COUNTY WATER & SEWER DISTRICT
BIG SKY PASSENGER RAIL AUTHORITY
CHARLO (LAKE COUNTY) WATER AND SEWER DISTRICT
CHARLO/MOIESE RURAL FIRE DISTRICT
CHIEF CLIFF FIRE SERVICE AREA
FERNDALE RURAL FIRE DISTRICT
FLATHEAD IRRIGATION DISTRICT
GREATER WOODS BAY SEWER DISTRICT
JETTE MEADOWS / LAKE CO WATER & SEWER DIST
LAKE COUNTY CEMETERY DISTRICT 1
LAKE COUNTY CONSERVATION DISTRICT
LAKE COUNTY JOINT AIRPORT BOARD
LAKE COUNTY SOIL CONSERVATION DISTRICT
MISSION IRRIGATION DISTRICT
MISSION MT COUNTRY CLUB WATER AND SEWER DISTRICT
MISSION VALLEY AQUATICS RECREATION DISTRICT
MISSOULA HOUSING AUTHORITY
MISSOULA IRRIGATION DISTRICT
MISSOULA RURAL FIRE DISTRICT
Special District
33 Active
33
Organizations
ARLEE PUBLIC SCHOOLS
CHARLO PUBLIC SCHOOLS
K. WILLIAM HARVEY ELEMENTARY
MISSOULA AREA EDUCATION COOPERATIVE
MISSOULA COUNTY PUBLIC SCHOOLS
POLSON PUBLIC SCHOOLS
RONAN PUBLIC SCHOOLS
SCHOOL DISTRICT #7J
ST IGNATIUS K-12 SCHOOL DIST
SWAN LAKE-SALMON PRAIRIE EL 73
UPPER WEST SHORE ELEM DIST 33
VALLEY VIEW ELEM DIST 35
ARLEE PUBLIC SCHOOLS
CHARLO PUBLIC SCHOOLS
K. WILLIAM HARVEY ELEMENTARY
MISSOULA AREA EDUCATION COOPERATIVE
MISSOULA COUNTY PUBLIC SCHOOLS
POLSON PUBLIC SCHOOLS
RONAN PUBLIC SCHOOLS
SCHOOL DISTRICT #7J
ST IGNATIUS K-12 SCHOOL DIST
SWAN LAKE-SALMON PRAIRIE EL 73
UPPER WEST SHORE ELEM DIST 33
VALLEY VIEW ELEM DIST 35
ARLEE PUBLIC SCHOOLS
CHARLO PUBLIC SCHOOLS
K. WILLIAM HARVEY ELEMENTARY
MISSOULA AREA EDUCATION COOPERATIVE
MISSOULA COUNTY PUBLIC SCHOOLS
POLSON PUBLIC SCHOOLS
RONAN PUBLIC SCHOOLS
SCHOOL DISTRICT #7J
ST IGNATIUS K-12 SCHOOL DIST
SWAN LAKE-SALMON PRAIRIE EL 73
UPPER WEST SHORE ELEM DIST 33
VALLEY VIEW ELEM DIST 35
School District
12 Active
12
Organizations
10 STICKS LACROSSE
406 PICKLEBALL MISSOULA INC
4260213 MOUNT JUMBO EAST LL
4-H CLUBS & AFFILIATED 4-H
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4MISSOULA
81155 MISSION VALLEY USBC
A BETTER BIG SKY
ABLE IMPACT FOUNDATION
ACADEMY OF GENERAL DENTISTRY
A CAROUSEL FOR MISSOULA
ACCELERATE MONTANA
ACCESS PANAM
ACLU OF MONTANA FOUNDATION INC
ADJUSTED 4 LIFE
ADVENTURE CYCLING ASSOCIATION
ADVOCATES FOR MISSOULAS FUTURE
10 STICKS LACROSSE
406 PICKLEBALL MISSOULA INC
4260213 MOUNT JUMBO EAST LL
4-H CLUBS & AFFILIATED 4-H
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4MISSOULA
81155 MISSION VALLEY USBC
A BETTER BIG SKY
ABLE IMPACT FOUNDATION
ACADEMY OF GENERAL DENTISTRY
A CAROUSEL FOR MISSOULA
ACCELERATE MONTANA
ACCESS PANAM
ACLU OF MONTANA FOUNDATION INC
ADJUSTED 4 LIFE
ADVENTURE CYCLING ASSOCIATION
ADVOCATES FOR MISSOULAS FUTURE
10 STICKS LACROSSE
406 PICKLEBALL MISSOULA INC
4260213 MOUNT JUMBO EAST LL
4-H CLUBS & AFFILIATED 4-H
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4MISSOULA
81155 MISSION VALLEY USBC
A BETTER BIG SKY
ABLE IMPACT FOUNDATION
ACADEMY OF GENERAL DENTISTRY
A CAROUSEL FOR MISSOULA
ACCELERATE MONTANA
ACCESS PANAM
ACLU OF MONTANA FOUNDATION INC
ADJUSTED 4 LIFE
ADVENTURE CYCLING ASSOCIATION
ADVOCATES FOR MISSOULAS FUTURE
Nonprofit Organization
1326 Active
1326
Organizations
Community Partners99 organizations
CITY OF MISSOULA
Municipal Government·MISSOULA
CITY OF RONAN
Municipal Government·RONAN
TOWN OF ST IGNATIUS
Municipal Government·SAINT IGNATIUS
ARLEE-JOCKO RURAL FIRE DISTRICT
Special District·ARLEE
ARLEE/LAKE COUNTY WATER & SEWER DISTRICT
Special District·ARLEE
CHARLO (LAKE COUNTY) WATER AND SEWER DISTRICT
Special District·CHARLO
CHARLO/MOIESE RURAL FIRE DISTRICT
Special District·CHARLO
CHIEF CLIFF FIRE SERVICE AREA
Special District·DAYTON
FERNDALE RURAL FIRE DISTRICT
Special District·BIGFORK
FLATHEAD IRRIGATION DISTRICT
Special District·ST IGNATIUS
GREATER WOODS BAY SEWER DISTRICT
Special District·BIGFORK
JETTE MEADOWS / LAKE CO WATER & SEWER DIST
Special District·POLSON
LAKE COUNTY CONSERVATION DISTRICT
Special District·RONAN
LAKE COUNTY JOINT AIRPORT BOARD
Special District·POLSON
LAKE COUNTY SOIL CONSERVATION DISTRICT
Special District·RONAN
MISSION IRRIGATION DISTRICT
Special District·ST IGNATIUS
MISSION MT COUNTRY CLUB WATER AND SEWER DISTRICT
Special District·RONAN
MISSION VALLEY AQUATICS RECREATION DISTRICT
Special District·POLSON
MISSOULA HOUSING AUTHORITY
Special District·MISSOULA
MISSOULA IRRIGATION DISTRICT
Special District·MISSOULA
MISSOULA RURAL FIRE DISTRICT
Special District·MISSOULA
MISSOULA URBAN TRANSPORTATION DISTRICT
Special District·MISSOULA
MONTECAHTO RURAL FIRE DISTRICT
Special District·POLSON
NORTH LAKE COUNTY PUBLIC LIBRARY DISTRICT
Special District·POLSON
PABLO (LAKE COUNTY) WATER AND SEWER DISTRICT
Special District·PABLO
PONDERILLA HILLS (LAKE COUNTY) WATER AND SEWER DISTRICT
Special District·POLSON
ROLLINS RURAL FIRE DISTRICT
Special District·ROLLINS
RONAN RURAL FIRE DISTRICT
Special District·RONAN
SAINT IGNATIUS RURAL FIRE DISTRICT
Special District·ST IGNATIUS
ST IGNATIUS FIRE DEPT
Special District·ST IGNATIUS
SWAN LAKE RURAL FIRE DISTRICT
Special District·SWAN LAKE
TIMBRSHOR/LAKE COUNTY WATER AND SEWER DIST
Special District·MISSOULA
WOODS BAY WATER AND SEWER DISTICT
Special District·BIGFORK
K. WILLIAM HARVEY ELEMENTARY
School District·RONAN
MISSOULA AREA EDUCATION COOPERATIVE
School District·MISSOULA
10 STICKS LACROSSE
Nonprofit Organization·Charlo
406 PICKLEBALL MISSOULA INC
Nonprofit Organization·Missoula
4260213 MOUNT JUMBO EAST LL
Nonprofit Organization·Missoula
4-H CLUBS & AFFILIATED 4-H
Nonprofit Organization·RONAN
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ronan
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ronan
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·MISSOULA
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Missoula
4MISSOULA
Nonprofit Organization·Missoula
81155 MISSION VALLEY USBC
Nonprofit Organization·Ronan
A BETTER BIG SKY
Nonprofit Organization·MISSOULA
ABLE IMPACT FOUNDATION
Nonprofit Organization·Missoula
ACADEMY OF GENERAL DENTISTRY
Nonprofit Organization·missoula
A CAROUSEL FOR MISSOULA
Nonprofit Organization·MISSOULA
ACCELERATE MONTANA
Nonprofit Organization·MISSOULA
ACCESS PANAM
Nonprofit Organization·Missoula
ACLU OF MONTANA FOUNDATION INC
Nonprofit Organization·MISSOULA
ADJUSTED 4 LIFE
Nonprofit Organization·Missoula
ADVENTURE CYCLING ASSOCIATION
Nonprofit Organization·MISSOULA
ADVOCATES FOR MISSOULAS FUTURE
Nonprofit Organization·Missoula
AFTER HOURS EXCHANGE CLUB OF MISSOULA MT
Nonprofit Organization·Missoula
A HEART FOR GUATEMALA
Nonprofit Organization·Missoula
AKD-ALPHA OF MONTANA
Nonprofit Organization·Missoula
ALETHEIA MINISTRIES
Nonprofit Organization·Missoula
ALLEGIANCE BENEFIT FOUNDATION INC
Nonprofit Organization·MISSOULA
ALLIANCE FRANCAISE DE MISSOULA
Nonprofit Organization·MISSOULA
ALL-MAGGOT RUGBY CLUB
Nonprofit Organization·MISSOULA
ALL NATIONS HEALTH CENTER INC
Nonprofit Organization·MISSOULA
ALLWEST TESTING & ENGINEERING, INC.
Nonprofit Organization·MISSOULA
ALPHA NU EDUCATION FOUNDATION
Nonprofit Organization·MISSOULA
ALPHA NU FACILITY CORPORATION
Nonprofit Organization·MISSOULA
ALPHA OMEGA MINISTRIES
Nonprofit Organization·MISSOULA
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·Missoula
ALPHA TAU OMEGA FRATERNITY INC
Nonprofit Organization·Missoula
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Missoula
A MATTER OF COMMUNICATION, INC
Nonprofit Organization·MISSOULA
AMERCIAN LEGION
Nonprofit Organization·Charlo
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC
Nonprofit Organization·missoula
AMERICAN BALANCE SOCIETY INC
Nonprofit Organization·MISSOULA
AMERICAN CHRISTIAN FICTION WRITERS
Nonprofit Organization·Missoula
AMERICAN CIVIL LIBERTIES UNION INC
Nonprofit Organization·MISSOULA
AMERICAN COLLEGE OF DENTISTS INC
Nonprofit Organization·Missoula
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Missoula
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Missoula
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·Missoula
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·Missoula
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Missoula
AMERICAN GUILD OF ORGANISTS
Nonprofit Organization·Missoula
AMERICAN INDIAN BUSINESS
Nonprofit Organization·MISSOULA
American Indian Business Leaders
Nonprofit Organization·Missoula